Crm database manager temp jobs

Key responsibilities:

1. Main Purpose of the Job

• To ensure the panel reflects AvMA’s values and that where possible the panel is managed in line with our strategic plan.

• To manage and oversee the operation of the specialist AvMA clinical negligence panel to include ensuring the qualifying requirements for panel applicants are relevant and up to date and reflect any important medical and legal developments.

• The assessment of panel applications and interviewing of Applicants. Convening meetings of the panel committee, drafting agendas for those meetings and identifying issues to be discussed.

• Identify ways for the AvMA panel application process to become more streamlined, efficient and supportive of lawyers making panel applications. To develop the process to ensure it is fit for purpose, relevant and continues to meet the needs of the public.

• Ensuring the AvMA database of panel membership and special interests is kept up to date. Giving informal advice to solicitors enquiring about panel membership requirements, liaising and meeting with firms as required.

• Travelling and attending key networking events, including AvMA’s three-day (2 overnight stays) annual conference and AvMA annual panel meeting (usually held end Nov, beginning December), engaging with potential AvMA panel applicants, promoting the benefits of accreditation and the junior scheme (Certificates Competence Scheme (CCS)), keeping up to date with medical and legal developments. Speaking at panel meetings and generally to promote the panel.

• Working with the conference department to identify relevant topics for panel meetings and conference events.

• To improve on the current re-accreditation process to make it more streamlined and user friendly for applicants.

• To ensure relevant data from panel applications is captured on the CRM. Regular analysis of panel data, findings shared with AvMA senior leadership team and more widely where appropriate.

• To pursue AvMA’s EDI strategy by considering ways in which the panel can be developed to ensure panel members are as ethnically diverse as possible.

• To liaise with AvMA’s conference department to advise on any training which may be required to strengthen AvMA panel members knowledge and information base.

• To work with the Director Medico Legal services in assessing applications for Certificate of Competence Scheme (CCS) for juniors. To update and work on the Certificates Competence Scheme including organising applicant feedback to ensure this scheme continues to be fit for purpose. To inform and work with panel applicant mentors in strengthening the scheme.

• To deliver on administrative requirements such as quarterly reports for trustees, working with AvMA’s Service Delivery Quality and Outreach Committee (SDQOC) as required to update on continued improvement of AvMA Panel Accreditation Scheme.

• Dealing with queries raised by AvMA Panel applicants and/or juniors who may have had their applications rejected.

• Ensuring AvMA panel template letters and documents are updated

• From time to time speaking publicly about requirements for AvMA panel membership, common pitfalls and how to overcome them as well as other matters relating to panel.

• To consider client complaints about panel members to determine whether the threshold for disciplinary action under AvMA’s Panel procedures is met.

• To manage disciplinary procedure for AvMA Panel members, identify and liaise with adjudicators, prepare documentation, set up the hearing.

• To manage appeals against rejection of an application for accreditation/reaccreditation, liaise with adjudicators.

• To keep on top of any government, regulatory or other policy changes which may affect the way in which patients can access justice, recover damages and seek redress for adverse clinical outcomes, as well as any improvements or impediments to lawyers undertaking this work.

• To develop and grow the AvMA panel accreditation and Certificates Competence scheme membership; to identify cost efficiencies and maximum engagement with AvMA accredited panel solicitors.

• Any other duties associated with the role.

2. Skills and Experience

Administration of the AvMA Panel

The bulk of the administration and management tasks do not require specialist skills; however, assistance is provided by the PA to the CEO when required.

AvMA has a Customer Relationship Management (CRM) driven computer system throughout the organisation, the introduction has been phased and the applicant should be confident enough with sufficient IT skills to onboard the new system. The CRM works with Microsoft Dynamics 365 a data driven software solution which is intended to manage, track and store information. AvMA considers IT to be an ongoing commitment and the new panel accreditation manager should be willing to consider ways in which AvMA can maximise the impact of the CRM to improve services and data collection on key issues identified from panel related activities.

Tasks such as updating and preparing new panel application documents and report forms will require medical and legal input, the panel application interview process will involve discussions about topical medico legal issues and for this reason the post would suit someone who has a legal background, ideally qualified as a solicitor or barrister, preferably with clinical negligence accreditation. A a medical background would be helpful.

Assessment of new applications, interviews and dealing with correspondence

The Panel Accreditation Manager is primarily responsible for the assessment of new panel accreditation applications.

The role of Panel Accreditation Manager would suit someone who has practised as a claimant clinical negligence lawyer who is looking to draw on their expertise and experience in a new role.The successful applicant should be confident in assessing former peers and colleagues in a fair and impartial way.

The nature of this work is such that the Panel Accreditation Manager can come into possession of sensitive information, discretion and respecting confidentiality are key qualities for this role. 

Reaccreditations

Reaccreditation assessments are done internally by the Panel Accreditation Manager, occasionally assistance can be provided by members of the internal panel assessment team.

AvMA aims to make reaccreditations more straightforward for practitioners and the new appointee will be expected to liaise with the profession to understand where they consider the biggest hurdles to reaccreditation lie and to consider how these can be overcome without compromising standards. 

AvMA receives a minimum of 15 applications for reaccreditation per annum, however numbers are usually considerably higher, up to 30 per annum.It is thought that the reaccreditation process could be designed to be more streamlined and user friendly for both the applicant and in house.

Other AvMA Panel assessments

In addition to assessing AvMA panel applications and reaccreditations the Panel Accreditation Manager will need to assess applications from accredited panel members who have changed firms.

Change of firm applications tend to be straightforward if the applicant has been on the panel for some time and is going to a firm where there is another AvMA panel member but the process is more in depth for those going to a firm which does not have another AvMA panel member.  The Panel Application Manager needs to be confident that the new firm can meet the minimum standards and supervision requirements required of a first time panel application. 

There are about 5 applications for changes of firm rising to a maximum of 10 per annum. 

Interim Reviews

From time to time first time applicants may demonstrate that they largely meet the core criteria for AvMA Panel membership but there may be some areas that require improvement.In those cases, AvMA can award the applicant AvMA panel status subject to a review sometime later.The Panel Accreditation Manager is responsible for following up that review and examining progress made.The review is an opportunity to identify if the applicant has succeeded in strengthening the areas of weakness identified.If they have not, they risk losing their AvMA panel status entirely. 

There are about 3 interim reviews per annum, currently not exceeding 6. 

3. Other

• To support the Events Department’s quality initiatives and to suggest continuing improvements where needs arise.

• To undertake other duties commensurate with the post as may be required.

• Deputise for the Head of Events when necessary 

Dignity in Dying and Compassion in Dying are partnering with Robertson Bell to recruit a Head of Finance on a permanent basis.

This is an exciting opportunity to join two sister organisations working at the centre of an important and evolving area of public policy and individual choice. Operating with a shared vision and strong collaborative culture, both organisations are committed to supporting people through high-quality information and support services, advocacy and campaigns.

Reporting to the Deputy CEO, the Head of Finance will play a key role in supporting the organisations’ ongoing work by providing integrity and efficiency across financial processes, systems, controls and reporting. This role offers the opportunity to join a collaborative and values-led organisation with a supportive leadership team, flexible hybrid working and the chance to contribute meaningfully within a small but highly impactful environment.

The role:

• Provide integrity and efficiency in the financial processes, systems, controls and reporting across both organisations.
• Prepare statutory annual accounts in accordance with Charity and Company law.
• Work with the Senior Management Team (SMT) to prepare, present and implement annual budgets.
• Monitor and manage financial performance including production of quarterly management accounts, finance reports and ongoing cash flow forecasts.
• Reconcile major balance sheet accounts and revenue reporting between systems.
• Oversee transactional input of income and expenditure transactions, and all payroll procedures.
• Support the Finance and Audit Sub Committees, preparing relevant papers and attending meetings.
• Work closely with auditors and maintain relationships with professional advisors, insurance brokers and bankers.
• Ensure compliance with all statutory reporting and filing requirements, including the Charity Commission and Companies House.
• Provide support and advice to the SMT on financial and relevant matters as they arise.
• Monitor and manage organisational funds on cash deposit platforms.
• Manage partial VAT exemption and VAT reporting requirements.
• Develop and implement financial systems and procedures to ensure best practice and adherence to applicable accounting standards.
• Identify opportunities to improve reporting, operational efficiency and financial processes.
• Line manage and support the development of the Finance Officer.

The organisations:

Dignity in Dying and Compassion in Dying share the aim of improve dying in the UK by putting people in charge of decisions about the end of their life. Dignity in Dying campaigns to change the law to allow the option of assisted dying for terminally ill, mentally competent adults in the UK. It is a not-for-profit membership organisation. Compassion in Dying is a registered charity which provides information and support to people to be in control of their end-of-life decisions, alongside gathering evidence to improve culture and policy.

Operating within a collaborative and supportive culture, this role offers the opportunity to work alongside committed and passionate colleagues within a flat organisational structure. The successful candidate will join a team that values initiative, accountability and strong working relationships, while offering the autonomy to take ownership of the finance function and contribute to future improvements.

Essential criteria:

• Qualified accountant (ACA, ACCA, CIMA or equivalent).
• Experience in a managerial finance role, ideally within a charity or not for profit organisation.
• Strong understanding of charity accounting and Charity SORP.
• Experience preparing management accounts, budgets, forecasts and statutory accounts.
• Strong understanding of financial controls, governance and compliance requirements.
• Experience supporting audit processes and working with external auditors.
• Knowledge of VAT reporting and partial VAT exemption.
• Ability to explain financial concepts to non-financial colleagues and managers.
• Self-starter with the ability to manage responsibility within a small team environment.
• Strong relationship-building skills with the ability to quickly establish credibility internally and externally.

If you are a qualified finance professional looking to join a collaborative and mission-led organisation where you can contribute both strategically and operationally, we would love to hear from you. Apply before the 7^th June to be considered!

This role is based in London with hybrid working and an expectation of a minimum of two days per week in the office at Oxford Street.

The Follicular Lymphoma Foundation (FLF) is partnering with Robertson Bell on a retained basis to appoint a Head of Finance on a permanent basis. This is a pivotal leadership opportunity within an ambitious, globally focused organisation working to accelerate a cure for follicular lymphoma - and to do it fast.

Founded in 2019, FLF is the first charity in the world dedicated solely to curing follicular lymphoma, an incurable blood cancer affecting more than 1.5 million people globally. Operating across the UK, US and Israel, FLF brings together researchers, clinicians, patients, pharmaceutical partners and funders to drive innovation and breakthrough research.

Reporting directly to the Global CEO and working closely with Trustees, Board Members and senior stakeholders, the Head of Finance will play a key role in shaping financial strategy, strengthening operational maturity and supporting international growth.

The role:
• Lead the development of FLF’s long-term financial strategy, supporting growth and international expansion.
• Partner with the Global CEO, Trustees and leadership team, providing financial insight to support decision-making, programme investment and fundraising activity.
• Oversee financial management across multiple international entities, ensuring robust controls, governance and compliance.
• Lead budgeting, forecasting and scenario modelling processes.
• Support grant funding, restricted income management and pharma partnership activity.
• Oversee management accounts, statutory reporting, audits and regulatory submissions across UK and US operations.
• Drive improvements in systems, reporting and operational efficiency.
• Provide leadership and development support to the Finance and Operations Officer.
• Act as a trusted advisor across the organisation, balancing strategic leadership with hands-on delivery.
• Present financial information clearly to Boards and non-finance stakeholders.

The organisation:
FLF combines the pace and agility of a scaling start-up with the credibility and reach of an internationally connected research organisation. With income and organisational complexity expected to grow significantly, this is an exciting opportunity to join a mission-driven organisation at a transformative stage.

The successful candidate will join a collaborative leadership team committed to delivering meaningful impact for patients worldwide. FLF offers flexible hybrid working, genuine work-life balance, professional development opportunities, private medical insurance, life insurance, pension contributions and 25 days annual leave.

Essential criteria:
• Qualified accountant (ACA, ACCA, CIMA or equivalent) or qualified by experience.
• Experience in a senior finance leadership role within a charity environment.
• Strong experience managing reporting, budgeting and forecasting within a growing organisation.
• Experience operating across complex stakeholder environments, with the confidence to influence senior leaders and Boards.
• Strong understanding of governance, controls, compliance and risk management.
• Hands-on and adaptable approach, comfortable operating strategically while remaining close to operational detail.
• Excellent communication and relationship-building skills.
• Proactive, solutions-focused mindset with the ability to thrive in a fast-paced environment.
• Experience across multiple entities, funding streams or international operations would be advantageous.

If you are a strategic and hands-on finance leader looking to play a meaningful role within a high-growth charitable organisation, we would love to hear from you.

Apply before 14th June to be considered.

This role is based in London with an expectation of 2 days per week in the office on Finchley Road.